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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Goal

is helping you achieve your financial objectives

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  2. About Us
  3. Areas of Expertise

Areas of Expertise

With over 35 years of industry experience combined with a mandate to develop trusted client relationships, Leslie is able to provide the innovative insurance solutions for individuals or corporations that are expected in today’s marketplace. Through many years of building and maintaining relationships with strategic partners, Leslie has formed a network of superior suppliers, providing clients a wide selection of products to meet their specific needs. Custom designed life insurance and benefits packages for Individuals and Corporations are offered in the following areas:

  • Financial Planning
  • Investment Planning
  • Retirement Income Planning
  • Risk Management/Insurance
  • Estate Planning
  • Corporate Planning
  • Insurance
  • Life
  • Disability
  • Critical Illness
  • Long-Term Care
  • Enhanced Healthcare
  • Investments
  • Life Annuities, Insured Annuities
  • RRSP's, RRIF's, Non-Registered
  • RESP's (Education Funds)
  • Segregated Funds
  • Guaranteed Investment Funds

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602-4211 Kingsway
Burnaby, BC
V5H 1Z6 Canada

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